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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,518 | $65,034+28.4% | $90,970-8.2% | $79,856+4.6% |
| Participation rate | 71.4% | 61.6%+9.8pp | 69.0%+2.4pp | 69.6%+1.8pp |
| Annual return | 18.27% | 30.45%-12.2pp | 134.60%-116.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,482 | $1,247+18.8% | $2,122-30.2% | $2,471-40.0% |
| Participant deferral / active EE | $3,540 | $2,512+40.9% | $3,373+5.0% | $3,741-5.4% |
| Admin fee / account holder | $11,236 | $4,536+147.7% | $5,961+88.5% | $5,306+111.7% |